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To: FJB who wrote (4176)	2/26/2020 12:48:23 AM
From: FJB	Read Replies (1) \| Respond to of 4443

CORONAVIRUS: Ashwin Kesireddy Thank you. If I could just follow-up. Actually on the -- sort of an unrelated, but on coronavirus impact $15 million. Should we think about that as purely a supply chain stretched lead time product lead time related impact? Or are you giving some kind of a-- David Heard Yes. That's -- as Tom said, that's not topline supply chain limited which is why we're able to give you that specific number. David Heard Yes. So, while we don't have any -- yes, thanks Mike. While we don't have any of our major CMs in China, I think the industry is looking at its secondary supply as well as tertiary supply impacts of some of our partners who have dependencies on China. So, we have some of our ancillary merchant optics that are coming out of that Wuhan area. They're very discrete to a certain subset of our products. We're carefully monitoring and have weekly mitigation calls with our supply chain to ensure that as factories are coming up outside the Wuhan area and as we have dual source obviously, like I said, not a large portion of our CMs are in China that we've got our finger on the situation. But it's $15 million out of $325 million and if you kind of add that to the number that means it's $15 million out of what might have been a $340 million number.